Titre de fonction: Senior Investment Advisor MEA
Type de Job: Permanent
Catégorie d'emploi: Plein-temps
Industrie: Banking & Financial Services
Offre publiée: 27/08/2025
Numéro de l'offre: 38308
Nom du contact: Neil Tredinnick
Numéro de téléphone: +41 22 718 03 10
Email: n.tredinnick@lotuspartners.ch

Description de poste

 

For one of our clients, an independant asset manager based in Geneva, we are looking for a :

 

SENIOR INVESTMENT ADVISOR MEA

 

Job description

  • Advising clients on their investment portfolio allocation and setting investment strategy cross-asset.
  • Portfolio reviews and investment ideation in line with client’s risk profile and investment objectives.
  • In charge of the Private Equity asset class
  • Identifying and sourcing new Private Equity investment opportunities
  • Conducting due diligence on private companies
  • Making investment recommendations to clients
  • Monitoring existing investments

 

Required profile

  • At least 10  years of experience in a similar position within a bank, an external asset manager or a family office.
  • University degree or equivalent in Finance. Professional degree (CFA, CIIA) is a plus.
  • Good understanding of both private equity asset and liquid assets.
  • Financial English written and spoken, French spoken and written. Arabic a plus
  • Pragmatic can-do attitude, proactive and flexible.
  • Charismatic with excellent communication and interpersonal skills.
  • Team player and willingness to collaborate across the team
  • Able to travel

 

 

All files will be treated with the utmost confidentiality.